(EQAL) Invesco Russell 1000 Equal - Ratings and Ratios
Large-Cap, Equities, Equal-Weight, Russell-1000
Dividends
| Dividend Yield | 1.77% |
| Yield on Cost 5y | 2.68% |
| Yield CAGR 5y | 7.74% |
| Payout Consistency | 96.9% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 12.4% |
| Value at Risk 5%th | 20.5% |
| Relative Tail Risk | 0.61% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.45 |
| Alpha | -3.49 |
| CAGR/Max DD | 0.58 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.255 |
| Beta | 0.847 |
| Beta Downside | 0.927 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.62% |
| Mean DD | 4.33% |
| Median DD | 3.08% |
Description: EQAL Invesco Russell 1000 Equal December 26, 2025
The Invesco Russell 1000 Equal Weight ETF (NYSE ARCA: EQAL) seeks to track the Russell 1000 Equal-Weight Index, investing at least 90 % of its assets in the constituent securities of that index. The underlying index includes the 1,000 largest U.S. companies by market capitalization, but each stock is weighted equally, giving smaller large-cap firms a proportionally larger impact than in a market-cap-weighted benchmark.
Key quantitative attributes (as of the most recent filing) include an expense ratio of roughly 0.20 %, a 12-month trailing total return of about 9 % (subject to market conditions), and an average daily trading volume exceeding 150,000 shares, which supports reasonable liquidity. The fund’s sector exposure is diversified, with technology typically representing ~25 % of assets, followed by health care and consumer discretionary.
From a macro perspective, EQAL’s performance is sensitive to broad U.S. large-cap equity trends, which are driven by factors such as the Federal Reserve’s interest-rate policy, corporate earnings growth, and consumer-spending momentum. Because the index is equal-weight, it is also more responsive to earnings surprises from mid-cap constituents than a traditional cap-weighted large-cap fund.
For a deeper, data-rich analysis of EQAL’s risk-adjusted metrics and scenario modeling, you might explore the ValueRay platform to see how its tools compare this ETF against peers.
What is the price of EQAL shares?
Over the past week, the price has changed by -0.06%, over one month by +1.60%, over three months by +2.73% and over the past year by +12.12%.
Is EQAL a buy, sell or hold?
What are the forecasts/targets for the EQAL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 58.3 | 9.9% |
EQAL Fundamental Data Overview December 30, 2025
Beta = 1.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 695.6m USD (695.6m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 695.6m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 695.6m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.14% (E(695.6m)/V(695.6m) * Re(9.14%) + (debt-free company))
Discount Rate = 9.14% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for EQAL ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle